Wealth Advisor

Sequoia Financial Group; Burlington (MA); On-site; USD 60,000 - 80,000; Full time

Job summary

Sequoia Financial Group is seeking a highly motivated Wealth Advisor to join their Burlington, MA team. This role is focused on delivering exceptional financial and investment planning services, collaborating with a team to enhance the client experience.

The ideal candidate will have a Bachelor’s degree in a related field, with a CFP designation or in process, and possess 1-3 years of client-facing advisory experience. The position emphasizes client retention and portfolio growth.

Qualifications

• 1-3 years' client facing advisory experience required.
• Previous experience with financial planning software.
• Clean Form U4 without any regulatory disclosures.

Responsibilities

• Manage day-to-day aspects of client engagements.
• Provide asset management, financial and estate planning advice.
• Maintain client relationships through excellent service.

Skills

Client relationship management

Financial planning

Communication skills

Organization skills

Education

Bachelor’s degree in Economics, Finance or related field

CFP designation or in process

Tools

Salesforce

Microsoft Office suite

Job description

Overview

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. Our core values are:

• Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
• Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Role

We are seeking a highly motivated Wealth Advisor to join our team and help deliver exceptional financial and investment planning services to our clients. In this client-facing role, you will collaborate with other service team members to develop and execute client relationship plans — aiming to enrich their lives, earn their trust, build comprehensive financial plans, and deliver results. This role emphasizes portfolio growth, client retention, and scalable client service across clients of all complexities, while enhancing the overall client experience. This role will be located in our Burlington, MA office.

Responsibilities

• Assist in managing the day-to-day aspects of client engagements as a member of a team.
• Identify and recommend appropriate asset management, financial and estate planning advice to deliver a great client experience.
• Proactively maintain client relationships through excellent client service.
• Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to develop financial plans.
• Assist or lead in the creation of asset management reports to be delivered to clients. The advisor may play a lead or support role in delivering these reports.
• Display professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications.
• Coordinate with our external and internal team members to follow up on and execute advice items in a timely manner.
• Utilize Salesforce for documentation and processing of client data, tasks, financial accounts and policy adherence
• Coordinate the preparation of meeting materials, including agendas, planning analyses, and investment materials.
• Manage meeting follow up, including coordination of internal and external resources; responsible for making sure client objectives are completed.
• Complete client meeting notes and follow up tasks as required.
• Coordinate the execution of trade orders with our investment operations team.
• Develop a deeper technical expertise in general financial knowledge.
• Identify additional planning or asset management opportunities in existing client relationships.

Requirements

• Bachelor’s degree required in Economics, Finance or related field
• CFP achieved or designation in process, and 1-3 years' client facing advisory experience required
• Previous experience working with financial planning software and planning deliverables
• Competent with Microsoft Office suite and Client Relationship Management system such as Salesforce
• Clean Form U4 is required. U4 cannot have any regulatory disclosures, client complaints, arbitrations or disclosable settlements.

Competencies

• Strong organization and time management skills; effectively able to handle multiple projects and prioritize to meet established deadlines
• Excellent communication skills, both written and verbal
• Ability to find creative solutions to problems, devise strategies, and propose solutions
• Self-starter and able to perform job duties with little supervision
• Customer service oriented, with the ability to work independently as well as collaborate with team members
• Commitment to efficiently and effectively using provided technology in the service of clients and engagement of colleagues